Tax Practice Management Software
Never send a late quote again.
Never create a contract saved as a copy of a previous contract, again.
Never find and replace again.
Banish excel, word/pdf, email and verbal quotes, proposals, contracts, onboarding forms with software that's so easy and yet so powerful, you'll wonder how you and your team ever coped without it.
Your clients, suppliers, employees expect speed and professionalism each time, every time.
DocFlite is cloud-based, so accessible on any browser-enabled device, which means you can quote when you need to - where ever you are.
Our mission is to save time for business owners, sales managers, sales teams, finance teams, HR teams and other back office staff.
Get used to a document that;
- chases itself with automatic reminders
- tells you when your client has opened it with click notifications
- updates its final price with selected optional items
- automatically updates its status when the recipient takes and action
Why DocFlite?
We work directly with our clients to ensure they get the best solution to their problem. We don't even tie you into lengthy contracts - we operate on a subscription model, giving you a chance to weigh the value of our solution and massively reducing your financial risk.
Get in touch with us to see if/how we can work together:
Email us at [email protected]
Call us on +44 1792 823 615
